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Avoiding the Most Common Retirement Pitfalls (Part II)

  • The Winemaker Studio 2885 Peconic Lane Peconic, NY, 11958 United States (map)

As your working years come to an end, your priorities will need to shift from saving to living off your savings. This transition can be disconcerting. Can you afford the retirement lifestyle you imagined? Will you be able to help your children if they need it? The second workshop in this two part series will help you get ahead of the curve and begin thinking about how you can maximize your savings and plan for retirement.

Attend this workshop to learn what you can do to plan for the unique risks and opportunities you face in retirement, including:

• How to make the most the most of the sources of retirement income available to you, including Social Security and traditional pension plan payments

• How to drawdown retirement assets to maximize tax efficiencies

• How to plan for recurring expenses, increased health and long-term care costs, as well as the money you need to travel, pursue your hobbies and enjoy retirement

Presented by
Director of Financial Planning & Senior Financial Advisor Jason Gentile, CFP®
Financial Advisor Robin Sweeny, CCPS

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Apella Capital, LLC is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. No one should assume that any discussion or information contained during this material will serve as the receipt of, or as a substitute for, personalized investment advice from Apella or your adviser. As with any investment strategy there is a possibility of profitability as well as loss. Please be advised that Apella does not provide tax or legal advice and nothing stated or implied here in this material should be inferred as providing such advice.

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